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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1676
Portfolio Strategies
New York
$315K – – –
DWMG
1677
DB Wealth Management Group
California
$315K -$176K -754 -36%
VIA
1678
Virtus Investment Advisers
Connecticut
$315K +$210K +902 +201%
CF
1679
Centaurus Financial
California
$314K – – –
PIA
1680
Perennial Investment Advisors
California
$313K -$2.1K -9 -0.7%
TNB
1681
Thomasville National Bank
Georgia
$312K +$24.7K +106 +9%
FFA
1682
First Foundation Advisors
California
$312K -$269K -1,156 -46%
EFG
1683
Everhart Financial Group
Ohio
$311K -$58K -249 -16%
MAM
1684
Marotta Asset Management
Virginia
$311K -$14K -60 -4%
VCM
1685
Versant Capital Management
Arizona
$308K +$932 +4 +0.3%
BOPW
1686
Brandywine Oak Private Wealth
Pennsylvania
$308K -$5.36K -23 -2%
TWA
1687
Trellis Wealth Advisors
California
$307K – – –
ORC
1688
O'Rourke & Company
Massachusetts
$306K – – –
MAG
1689
M3 Advisory Group
Massachusetts
$305K +$305K +1,308 New
IA
1690
IMZ Advisory
Florida
$304K +$280K +1,201 New
BMWM
1691
Brown Miller Wealth Management
Virginia
$304K – – –
FSA
1692
Financial Security Advisor
Virginia
$303K +$8.15K +35 +3%
LKIM
1693
Lawson Kroeker Investment Management
Nebraska
$301K – – –
BWP
1694
Bernardo Wealth Planning
Pennsylvania
$300K -$21.4K -92 -7%
MCA
1695
MSH Capital Advisors
Arizona
$300K -$11.9K -51 -4%
AWM
1696
Austin Wealth Management
Texas
$299K +$1.63K +7 +0.6%
FNA
1697
First National Advisers
Nebraska
$299K – – –
LAM
1698
L2 Asset Management
Massachusetts
$297K +$279K +1,198 +1,597%
SWMG
1699
Sanchez Wealth Management Group
Florida
$296K +$1.4K +6 +0.5%
FUBT
1700
First United Bank & Trust
Maryland
$296K -$4.43K -19 -1%
66 67
68
69 70